Daniel Popescu, CFP, FMA, FCSI

Senior Vice President, Senior Investment Advisor, Financial Planner

Daniel Popescu is a Senior Vice President and top producing financial planner, renowned across Vancouver for his advanced tax and wealth building strategies. A financial planning graduate from the Canadian Institute of Financial Planners, Daniel heads up a boutique team of financial professionals providing holistic financial planning to Vancouver’s high net worth community.

• Prior to joining Wellington West Capital Inc., at his previous firm Daniel ranked as the top financial consultant of over 4000 consultants nationally based on new business.
• Daniel was recognized as one of Wellington West Capital Inc.'s top producing advisors for 2008.
• Daniel is responsible for coaching other financial planners where, to date, he has taught over 1000 financial planners across the country.
• Daniel has been recognized and has received 20 awards for not only top production but also for holistic financial planning.
• Year after year, Daniel has been a Chairman’s Club attendee as well as a President’s Elite attendee at his previous firm.
• An accomplished and sought-after public speaker, Daniel has delivered over 300 wealth management lectures to date.
• He has been interviewed and featured in various publications including the Vancouver Sun, Ottawa Citizen, Advisor’s Edge Magazine, TD Performance and North Shore magazine.
• Daniel and his wife have established the Popescu Family Foundation in order to use his success to raise funds for various charities. To date, his charity involvement includes the United Way, Foster Parents Plan, Lower Mainland Christmas Bureau, Family Services of the North Shore and BC Children’s Hospital -- where, to raise money, Daniel climbed Mount Kilimanjaro, Africa’s highest peak.
• Popescu Group Private Wealth Management currently advises on nearly $185 Million in assets for their private client base.

* Figures as of March 2010